Coffee competition
Tim Horton’s (TSX: THI) is finally getting into the latte race with Starbucks and McDonalds. By coffee, we are differentiating between two separate products: 1. Drip-coffee: Served everywhere. Most...
View ArticleTim Hortons, McDonalds, Wendy’s and branding
Tim Hortons (TSX: THI) dodged a lawsuit concerning the methods that it uses to bake goods and cost allocation between franchisees and the parent company. The key quotation is the following: Under...
View ArticleTim Hortons financial engineering
I noted with some amusement that some shareholders of Tim Hortons have been clamoring for the company to financially leverage itself (via the Globe and Mail). I am not an investor in Tim Hortons and...
View ArticleCongratulations to Tim Horton’s equity investors
Tim Hortons shareholders (TSX: THI) have made a killing – the stock is up about 50% from its average level over the past year. It closed at $88/share, up from about the $60 level it has been at. I’ve...
View ArticleFast Food – Signs that a corporation is in trouble
Whether it’s Tim Hortons (TSX: THI), Wendy’s (NYSE: WEN), Starbucks (Nasdaq: SBUX), etc., fast food is a big business. There are winners and losers and the game is mostly zero-sum. Finding the losers...
View Article
